ASSET PROTECTION CONSIDERATIONS COMPARING TRUSTS, LLCs, and DSTs When it comes to safeguarding your investments, the structure under which you hold your assets can significantly impact their protection and growth. Asset protection strategies often revolve around several key factors: management & control, specific purposes, the costs and hassles involved, risk reduction through diversification, and the […]
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FOUR MAIN TYPES OF 721 UpREIT INVESTORS THERE ARE FOUR MAIN TYPES OF 721 UpREIT INVESTORS A 721 UpREIT exchange offers investors a unique opportunity. It allows them to do a 1031 exchange into a Delaware Statutory Trust (DST) and then, at a later date (usually 3 or so years), exchange their beneficial interest for
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Four Key Strategies DST Sponsors Use to Boost Yield Four common yield enhancement measures used by DST sponsors to strive to increase their targeted returns Over fifty DST sponsors compete for investor capital at any one time. While often done with good intentions, many DST sponsors are pressured to implement yield enhancement measures to increase
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NAVIGATING THE CHALLENGES OF DST INVESTMENTS The Cons of a DST Investment Investing in a Delaware Statutory Trust (DST) can offer many benefits, such as potential tax deferrals and access to high-quality real estate. However, like any investment, it comes with its own set of challenges and drawbacks. Let’s dive into some of the key
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THE DST DECISION MATRIX ARE DSTs RIGHT FOR YOU? UNDERSTANDING THE DST DECISION MATRIX Navigating the complex world of real estate investments requires a thorough understanding of various ownership structures and their respective benefits and drawbacks. In this article, we introduce the DST Decision Matrix, a comprehensive tool designed to weigh the pros and cons
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THE MASTER LEASE DST Structure Adapts to Diverse Property Types The Delaware Statutory Trust (DST) structure, traditionally focused on specific property types like single-tenant, triple-net leases, is now evolving to include multi-tenant properties under long-term master leases. This expansion highlights the growing versatility of DSTs in the real estate market, making them a compelling option
THE SEVEN DEADLY SINS IRS CONSTRAINTS ON DSTs In Delaware Statutory Trusts (DSTs), the Internal Revenue Ruling 2004-86 outlines crucial regulations known as the “seven deadly “sins.” These rules are designed to limit the DST trustee’s powers, providing additional protection and benefits to the beneficiaries. By adhering to these regulations, trustees ensure proper fund distribution
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